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Added 1 hour ago
Customer Experience Associate - Chilliwack BC
Scotiabank
Chilliwack, BC
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Toronto, ON
- Full-time
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential…
Added 2 hours ago
GC
Field Operations Associate
Grainger Canada
Sarnia, ON
- Full-time
…business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the branch and on customer's sites. All aspects of this role…
Added 2 hours ago
JI
Gatehouse Associate
J.D. Irving, Limited
Halifax, NS
- Part-time
…projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles…
Added 2 hours ago
T
Customer Experience Associate - Monkland & Melrose
TD
Montreal, QC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 2 hours ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 2 hours ago
SC
Sales Associate-Print&Services
Staples Canada
BC · West Vancouver, BC
- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.
Added 2 hours ago
KB
Gatehouse Associate
Kent Building Supplies
Halifax, NS
- Part-time
…projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles…
Added 2 hours ago
Customer Experience Associate - Brooks Branch, AB (22.5 hours/week)
Scotiabank
Brooks, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
Customer Experience Associate - Kildonan Place, Winnipeg, MB (30 hours per week)
Scotiabank
Winnipeg, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 2 hours ago
DashMart Team Member - York University Heights
DoorDash Canada
Toronto, ON
…job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Base salary is localized according to an employee’s work…
Added 3 hours ago
S
Customer Experience Associate - Kildonan Place, Winnipeg, MB (30 hours per week)
Scotiabank
Winnipeg, MB
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 3 hours ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
…impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is…
Added 3 hours ago
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Auto Mobile Associate
HUB International
Cranbrook, BC
- Full-time
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Added 3 hours ago
HI
Processing Associate
HUB International
Chilliwack, BC
- Full-time
As a Processing Associate, you will process personal lines data for multiple branches. You will build relationships and provide excellent service to our personal lines teams. You will have…
Added 3 hours ago
Sales Associate - Kildonan Place Winnipeg
Rogers Communications
Winnipeg, MB
Sales Delivery: Finding opportunities, anticipating customer needs, and delivering on sales targets.
Added 3 hours ago
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Personal Banking Associate Trainee
TD
Woodbridge, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 3 hours ago
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Customer Experience Associate - Lasalle (Full-time, 37.5/week)
TD
Montreal, QC
- Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 3 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 4 hours ago
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Assoc., Expérience client
TD
Montreal, QC
- Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 4 hours ago
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Senior Revenue & Project Specialist - Clinical Research
ActivMed Practices & Research, LLC.
Burlington, ON
- Full-time
Minimum Qualifications: Bachelor’s degree in accounting, finance, business, or related field preferred (Associate’s Degree required) AND 3+ years of accounting experience, OR and equivalent…
Added 4 hours ago
HI
Branch Team Lead
HUB International
Sicamous, BC
- Full-time
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Added 4 hours ago
Customer Experience Associate - Kildonana Place, Winnipeg, MB (30 hours per week)
Scotiabank
Winnipeg, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

CIBC

Associate Financial Advisor

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 12, 2026
Experience: You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
Posting language: English
Posted: Nov 4, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Imperial Service team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-CC West Concourse

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of mortgage clients and provide personalized financial solutions to help them achieve their goals. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

Candidates must have 2-3 years of experience in providing financial advice and achieving sales results. You are also required to hold a Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Client service
Financial planning
Relationship building
Business development
Networking
Sales
Retail banking
Mortgage management
Digital literacy
Critical thinking
Communication
Goal setting
Mutual funds
Investment advice
Small business banking

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Imperial Service
Retail Banking
Mortgage
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD
CFSA
Business Development
Client Engagement
Financial Planning
Networking
Mobile Banking
Relationship Management
Sales Results
Small Business
Banking Centre

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